InsMark Symposium

Symposium

InsMark Symposium

$1,250.00
February 28-29, 2020

See what fellow producers have to say about InsMark Symposiums . . .

February 28-29, 2020

Las Vegas, NV

InsMark’s Symposium is the insurance industry's #1 marketing conference where the industry's sharpest minds and most creative leaders come together to teach and share new and exciting sales ideas.

Agenda

Click here to review the InsMark Symposium schedule.

Click here to review the InsMark Symposium Summary Content.

Pre-Symposium Beginners Workshop

 

As a bonus, we have a pre-symposium Beginners Workshop.  It’s scheduled for February 27, 2020 (the day before the official start of the InsMark Symposium).  Click here for the details.

 

Symposium Location and Hotel Accommodations

The InsMark Symposium will be utilizing the Red Rock Casino, Resort, and Spa for all of its conference activities and lodging accommodations. (Please note:  This is a venue change.)

 

Red Rock Casino, Resort, and Spa
11011 West Charleston Boulevard
Las Vegas, NV  89135

Reservation Number: 702-797-7625 or 866-767-7773
Group Code:  RCiiN20
Room Rate: $195 single/double per night (plus $25 resort fee and 14% tax). Rate includes in-room wireless Internet daily, fitness center access, shoe shine services, airport and Strip scheduled shuttle service, complimentary valet and self-parking, and concierge services.

Online reservations can be made here.

The special discounted room rate is valid through Friday, January 31, 2020.  However, there is no guarantee that rooms will still be available until the cut-off.  Therefore, we encourage you to make your hotel reservation immediately.  Please do not book rooms outside of the InsMark block or we may incur attrition and penalty charges. InsMark will impose a $150 service fee to all symposium attendees who do not stay at the selected hotel. This fee is waived for local residents who are within driving distance to the InsMark Symposium.

Hotel Confirmation and Cancellation Policy: Confirmation will be provided after reserving your room with a credit card.   Cancellations can be made seventy-two (72) hours prior to arrival in order to avoid a fee.

Check In:  3:00 p.m.          Check Out:  12:00 p.m.

 

 

Who Should Attend?

Everyone is welcome to attend the Symposium: financial planners, estate planners, life insurance agents, CPAs, Home Office personnel, support staff, and anyone who wants to expand their knowledge and grow to new levels.  Attend once and you will learn why the majority of our attendees return year after year and how they earn in excess of $400,000 in commissions annually.  Great for the industry's new and advanced alike, the Symposium is also an excellent networking experience.

More Benefits!

Five value-added benefits from Symposium attendance are:

  • Networking opportunities with elite producers from around the country
  • Learning what’s new in the industry
  • Learning what it takes to target the most coveted markets
  • Connecting with speakers for more in-depth exchanges
  • Gaining real case tips from the trenches - shared by the most proficient InsMark licensees
Registration Fees

The normal registration fee is $1,250, but you may qualify for a discounted rate using the Coupon Codes provided below.  All coupon codes will be verified after you submit your order.

If you are a Licensed:

Fee Coupon
Code
Power Producer Platinum $395.00   PLATINUM
Power Producer Gold $575.00   GOLD
Power Producer Silver $862.50   SILVER
Power Producer Bronze $862.50   BRONZE
InsMark Licensee $1,150.00   SPECIAL
General Attendee $1,250.00   SYMPGEN
Guest of Paid Attendee $545.00   SYMPGST

 

THERE MAY BE OTHER DISCOUNTS AVAILABLE!
CONTACT JULIE NAYERI (1-888-467-6275) FOR MORE DETAILS.

If you are unsure of your license status, please contact InsMark Customer Support at 925-543-0507.

Registration fee includes: breakfasts, coffee/tea breaks, lunches, and our grand reception.

Who are the Symposium Speakers?

InsMark’s President and CEO, Robert Ritter, Jr., is the keynote speaker. He will present the most effective strategies and fresh sales approaches showcasing InsMark’s latest enhancements and newest capacities. Additionally, InsMark is consistently able to attract top speakers who are highly skilled in presenting transferable marketing concepts.
 
Robert B. Ritter, Jr.
President, CEO, and Founder
InsMark, Inc.
 

Bob Ritter has been in life insurance sales and sales management for over five decades.  He started with Mass Mutual in northern New Jersey and at age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company.  Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers.  The success of InsMark has been phenomenal as 100+ companies have sponsored InsMark products utilized by over 30,000 producers.  He guides his business career based on the following premise: 

Success isn’t just about what you accomplish in your life,
it’s about what you inspire others to do.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time.  A dynamic and entertaining speaker, he has spoken at hundreds of industry seminars and conventions and has been featured at several MDRT, Top of the Table, and International Forum meetings.

Bob is a past member of the MDRT Foundation’s Board of Directors as well as a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU) during the lead-up to the Final Split Dollar Regulations issued in 2003.  He is also Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob graduated from The Lawrenceville School and Williams College.  While at Williams, he also played lead cornet in the first college jazz band ever to play in Carnegie Hall.  Called the Spring Street Stompers, this Dixieland jazz group won the Arthur Godfrey Talent Scout show on CBS (#1 in the ratings at the time), appeared on the Tonight show on NBC, and played frequently at the top jazz clubs in Boston and New York.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 22 grandchildren. 
 

 

Don Prehn, CLU, ChFC
Board Member, Senior Advisor and Past President
InsMark, Inc.
  Don Prehn, CLU, ChFC is a Board Member and Senior Advisor for InsMark with special emphasis on InsMark’s web based marketing, client service and education strategies.  As a past president of InsMark, Don conducted more than 800 seminars helping financial professionals with sales ideas and presentations.  Don is also an editor for the Robert B. Ritter, Jr. Blog and heads up InsMark’s strategic partnerships (including InsMark’s Advanced Consulting Group).

 

Kenneth Buckley
President and Founder
The Buckley Group
 

Ken Buckley started The Buckley Group 40 years ago when he realized that being an independent insurance broker was the only way to effectively service his clients. He wanted to be sure that he was providing them with the best of all options.

Over twenty-five years ago, after two experiences that left him disheartened, Ken decided to make the move to full-time premium financing. He knew that there had to be other agents who also wanted a conservative, long-term approach to premium financing that would serve their client’s needs for a lifetime.

Since then Ken has diligently researched an array of financial products and partnered with the most respected CPA’s and attorneys in the country to expertly tailor each client’s portfolio. As a Lifetime MDRT Top of the Table Member Ken has access to the most exclusive products available and the leverage to work with insurers and banks to offer customized programs.

 

Philip C. Gallant, CLTC
Managing Partner
The Optimus Group, LLC
  Phil has been in the financial services industry for 40 years.  He started his career as an agent with John Hancock and served as an agent and sales manager for New York Life.  Phil was a pioneer in the development of the Long-Term Care Insurance market serving as Brand Manager and General Director for Long-Term Care Insurance at John Hancock and then as Group Vice President and LTC National Marketing Director for New York Life in Manhattan.  Phil is now Managing Partner of The Optimus Group, LLC and President of Optimus Wealth Management Group, Inc. and Vital Tax Solutions, Inc., with multiple office locations in NY and Massachusetts.  (Specializing in retirement income planning.)  Phil has been a strong proponent on Wealthy and Wise throughout his career.  He is a 9-year qualifying member of MDRT and has been a Court of the Table Member for the past 8 years.  He is married to Michelle and has 5 children.

 

Peter M. Hershon, CLU, ChFC
Senior Vice President, Account Services 
Coventry
  Peter Hershon is Senior Vice President, Account Services for Coventry.    With more than 15 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. 

Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance.  He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

 

Scott Keffer
CEO
Scott Keffer International
 

Scott Keffer is an international Marketing and Business Growth Coach, Best Selling Author and Keynote Speaker, who you may have seen in or on NBC, CBS, FOX, PBS, CNBC, Worth, Business Icons, Huffington Post, Wall Street Select, Research, Money Show, Small Business Trendsetters, among others and consultant. Keffer’s seven books include his soon-to-be-released, Million Dollar Clients, the #1 Amazon Best Seller Double Your Affluent Clients® and Million Dollar Clients With Seminars.

Keffer has spoken at most financial industry conferences, including The Forum 400, AALU, Ed Slott’s Master Elite IRA Advisor Group, InsMark’s Symposium, CRUMP, NFP, FIG, Advisors Excel, Global Wealth, Horter, BMO, National Network of Estate Planning Attorneys, Estate Planning Council, as well as a Visiting Scholar at High Point University.

Scott is a warm communicator who lives in Pittsburgh, Pennsylvania with his wife, Beth, and their chocolate Lab, Max.  They enjoy staying fit, Pittsburgh sports teams, reading, and spending time with their two grown children, Josh and Anni.

 

Corey J. Luke CLU, CHFC, MBA
Assistant Vice-President
Marketing – Product Innovation (Life)
Allianz Life Insurance Company of North America
 

Assistant Vice-President of Product Innovation Corey Luke markets life insurance products offered by Allianz Life Insurance Company of North America (Allianz).  Corey, with more than 20 years of financial services industry experience, guides both field marketing organizations (FMOs) and financial professionals in creating financial strategies that help meet their clients’ long-term financial goals.

Corey joined Allianz in 2013 as senior director, Life Product Innovation.  His responsibilities include driving the life insurance product strategy, competitive intelligence, and illustrations development efforts.   Prior to joining Allianz, Corey spent five years at Minnesota Life managing their life product development and consulting teams.  Before that he spent time in the field as a financial services product trainer, producer and territory manager.  

Corey earned his BS in insurance/risk management from Bradley University, Peoria, IL.  He earned his MBA from St. Cloud State University, St. Cloud, MN.  He holds his Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU) designations, along with his Series 6 and 63 securities registrations, and is a licensed life and health insurance agent in the state of Minnesota.   

In his free time Corey enjoys mountain biking and playing the drums, and he is a loyal Chicago Cubs fan.  He, his wife Lisa and their daughters Madelyn and Scarlett live in Rogers, MN.

 

Simon “Stuffy” Singer, CFP®, CAP® 
Co-founder of The Center for Tax, Strategies and Resources
 

Simon “Stuffy” Singer, CFP®, CAP® is the co-founder of The Center for Tax, Strategies and Resources, a firm designed to provide the resources, training, and mentoring that the financial industry has been sadly lacking.  Stuffy is also the founder of The Advisor Consulting Group, a financial services firm working closely with trust advisors, and is the co-founder of The Doctors Academy of Economics, a firm focused on educating doctors on potential tax savings.

Stuffy has been in the financial services industry for decades. He has qualified for Top of the Table over 30 times and is a lifetime member, in addition to being a member of Advisors in Philanthropy and The Association for Advanced Life Underwriting. He is also a former Board Member and past President/CEO of Forum 400, the preeminent association of financial service professionals. Stuffy is a nationally acclaimed lecturer, giving dozens of presentations each year, and has co-authored four books.

He Is also a former child star on television and radio and is also a 9 time National and World 4 Wall Handball Champion and is in the National Handball Hall of Fame.

 

Ryan Tuley
Director of Inside Sales
Proformex
 

Ryan Tuley is the Director of Inside Sales at Proformex, an inforce policy management platform for the life insurance industry. He has been with the company since April 2019. Prior to joining Proformex, Ryan Tuley worked in multiple management positions for other SaaS technology companies such as Descartes Systems Group; MacroPoint, LLC (exited to Descartes in 2017 for $107M); and AmTrust Financial Services. In each of these positions, Ryan oversaw sales and business development teams of varying size, helping to form repeatable sales models to guide prospects through the sales cycle from demo to implementation handoff.  Ryan works with distributors, firms and producers to automate the life insurance monitoring and review process.

 

Testimonials

Gary Sipos, M.B.A., A.I.F.®, San Francisco, CA
Philip Gallant, CLTC, InsMark Platinum Power Producer, Clifton Park, NY
Jeffrey Busbee Cedar Rapids, IA
Robert Green, InsMark Gold Power Producer, Napa, CA
Kelly Wade, NAIFA, MDRT, InsMark Silver Power Producer, Holladay, UT
John Goodhue, InsMark Platinum Power Producer, Westminster, CO
Christopher Fehr Springfield, IL
Leonard Cabral Waipahu, HI
Robert Green, InsMark Gold Power Producer®, Napa, CA
Martin Weitzman, CLU, InsMark Silver Power Producer®, West Hills, CA
LeAnn Nalls, Victoria, TX
Robert Sowerwine, InsMark Power Producer®, Palm Beach Gardens, FL
Kay Corbin, CLU, ChFC, InsMark Platinum Power Producer®, Phoenix, AZ
Stewart King, Wealthy and Wise licensee, Bayboro, NC
Carey Stansbury, InsMark Silver Power Producer®, Toledo, OH
Robert Green, InsMark Gold Power Producer®, Napa, CA
Jeff Frankhouser, InsMark Platinum Power Producer®, Sturgis, SD
Elmo Cure, InsMark Platinum Power Producer®, Plano TX
Bernard Lazare, Las Vegas, NV
Jim Wisdom, CFP, Westlake Village, CA
Larry Gustafson, InsMark Platinum Power Producer®, Denver, CO
Simon Singer, CFP®, CAP®, RFC®, International Forum Member, InsMark Platinum Power Producer®, Encino, CA
Chris Jacob, CFP, Frequent InsMark Seminar Attendee, InsMark Platinum Power Producer®, Saint Louis, MO

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